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Invesco Preferred ETF
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Overview Fund Activity

467 hedge funds and large institutions have $2.58B invested in Invesco Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 162 reducing their positions, and 51 closing their positions.

Holders
467
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
65
Increased
143
Reduced
162
Closed
51
Calls
$633K
Puts
$202K
Net Calls
+$431K
Net Calls Change
-$13K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$111M
2
Bank of America
2
Bank of America
North Carolina
$731M
3
Cohen & Steers
3
Cohen & Steers
New York
$57.6M
4
Raymond James Financial
4
Raymond James Financial
Florida
$29.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$47.8M

Top Sellers

1
AA
1
ACT Advisors
North Carolina
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
AF
3
Allworth Financial
California
$29.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.32M
5
PCM
5
Price Capital Management
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$731M 63,414,625 +8,205,825 +15%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$225M 19,527 -159 -0.8%
Wells Fargo
3
Wells Fargo
California
$185M 16,086,648 +1,397,140 +10%
LPL Financial
4
LPL Financial
California
$170M 14,706,360 +1,897,392 +15%
First Trust Advisors
5
First Trust Advisors
Illinois
$111M 9,605,231 +9,605,231 New
Morgan Stanley
6
Morgan Stanley
New York
$100M 8,697,032 +344,686 +4%
UBS Group
7
UBS Group
Switzerland
$73.8M 6,402,061 +1,514,921 +31%
SAMC
8
Spectrum Asset Management (Connecticut)
Connecticut
$66.5M 5,771,517 +2,266,498 +65%
Ameriprise
9
Ameriprise
Minnesota
$63.3M 5,492,296 -184,606 -3%
Cohen & Steers
10
Cohen & Steers
New York
$57.6M 4,995,724 +4,995,535 +2,643,140%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$47.8M 4,148,592 +2,359,356 +132%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$44.5M 3,856,482 +122,258 +3%
Bessemer Group
13
Bessemer Group
New Jersey
$40.2M 3,482,215 – –
Raymond James Financial
14
Raymond James Financial
Florida
$29.5M 2,561,750 +2,561,750 New
AF
15
Allworth Financial
California
$29.2M 2,509,198 -1,079,063 -30%
Osaic Holdings
16
Osaic Holdings
Arizona
$23.4M 2,052,811 +27,521 +1%
HNB
17
Huntington National Bank
Ohio
– – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$16.7M 1,448,097 +148,346 +11%
QC
19
Quadrature Capital
United Kingdom
$15M 1,304,504 +1,293,436 +11,686%
AMG
20
Advisors Management Group
Wisconsin
$14.9M 1,288,642 +47,652 +4%
Goldman Sachs
21
Goldman Sachs
New York
$13.7M 1,190,673 +155,169 +15%
CCA
22
Checchi Capital Advisers
California
$13.3M 1,152,725 -174,688 -13%
ISB
23
Iowa State Bank
Iowa
$12.8M 1,113,132 -6,178 -0.6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$11.6M 1,003,531 -4,039 -0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$11M 952,310 -71,981 -7%
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